Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
#271 – Learning from Financial Fraud Series Episode 6: Unpacking the Bernie Madoff Ponzi Scheme
Welcome to another edition of our Learning from Financial Fraud Series. In this segment, we delve into the notorious Bernie Madoff Ponzi Scheme. Join us as we unravel the intricate layers of this scandal, where Bernie Madoff, a once-respected financier, orchestrated an elaborate scheme that entrapped countless investors.
Learn more about staff augmentation at: https://securetreasury.com/
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.
Advising Our Clients.
All of our consultants have practical, hands-on experience in corporate treasury environments, having held various senior management and leadership roles in numerous industries. Being able to pull on this experience, our consultants have the ability to understand that solutions and advice must be unique and contextualized to fit your organization’s specific situation. They can walk you through a customized process from beginning to end and answer any questions you have along the way.
Informing the Industry.
Informing the industry is an integral part of what drives our mission. In order for the industry to advance and stay ahead of the chaos of the environment, professionals need to be aware of the leading practices that can help stabilize their companies. We aim to fill this hole by creating our own primary market research. Using this, we are able to give relevant and up-to-date information in our webinars, reports, and visual guides. We can help you fill any gaps you might have in your company.
Global & Domestic Treasury
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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31: What Are Days Payables/Days Receivables?
What are days payables and days receivables? Coffee Break Session Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, to discuss this topic. They cover what days payables and days receivables are, why they are both important, and why treasury should care about them.
#134 – Becoming a Treasurer, Part 16: The Not-to-Do List and the To-Do List
On this episode of the Becoming a Treasurer series, Craig Jeffery continues the Learning from Literature sub-series, this week showcasing Robert Frost’s poem “The Road Not Taken.” This illustration covers the opportunistic situations treasurers can take advantage of, as well as intentional directions with a view to career choices and approaches to life and tasks. Listen in on how to make choices that lead you to the road of success.
TMS Toolkit – Implementation: Pitfalls to Avoid eBook – Strategic Treasurer & GTreasury
This eBook is the final installment in the TMS Toolkit Series. Your treasury team has come a long way on a journey to a new treasury and risk management system. They have successfully compiled and presented a business case, assessed their needs and parameters,...
#133 – Understanding, Measuring, and Managing Risk
Host Craig Jeffery joins Tony Krabill, Assistant Treasurer at Greif, for a conversation on understanding, measuring, and managing financial risk. This wide-ranging discussion covers the foundational elements of risk, including various types of exposures, organizational approaches, measurement and management methods, and effective hedging concepts.